Onestream Software 401(k) Plan
Sponsored by Onestream Software Llc · EIN 461406778 · Plan #001
- Total assets
- $106M
- Net assets
- $106M
- Active participants
- 1,119
- With balances
- 1,184
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Towers Watson Investment Services, Inc. CRD 110473 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $100,926 |
| Towers Watson Investment Services | Investment advisory (plan) | $45,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $9,204 |